Castaldi Financial Solutions
Permanently closed
12 Canal St Apt 104
Westerly, RI 02891
History
After fourteen years with a major insurance company, I founded Castaldi Financial Solutions, Inc. as an independent financial advisory firm. The independence allows me to be more objective for our clients!
Specialties
We take a goals based approach to helping our clients transition into retirement. We provide a clear strategy to rollover their 401(k) plan to their personal IRA and create a tax efficient income stream during retirement!
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